Stay in regular touch with clients through check-ins, milestone greetings and timely updates, so they hear from us before they need to call us. • Own client requests end to end, from a smooth onboarding to prompt resolution of every query after that. • Listen for life events and family financial needs, such as a maturity, a property sale or a child's education, and flag them to the team so the client's review addresses them. • Help prepare yearly client reviews and events with the right data, so every meeting ends with a clear next step. • Process transactions and service requests across mutual funds, PMS, AIF, NPS and insurance: investments, redemptions, SIPs, switches, KYC, bank and nominee updates, and transmission cases(as applicable).



You'll have full guidance from the team while you learn. • Coordinate with fund houses, registrars, banks and platform partners, and keep client records accurate, confidential and audit-ready. • Share client feedback and recurring pain points, and suggest improvements as the practice grows. • Build solid client relationships through personalized wealth advisory and earn referrals from family and friends through trust and service excellence.

Pay: ₹800,000.00 - ₹1,000,000.00 per year

Work Location: In person

📌 Senior Service Relationship Manager (Mumbai)
🏢 Morag Finserve | AMFI Registered Mutual Fund Distributor
📍 Mumbai